SEC Form ADV

TFO WEALTH PARTNERS

Firm profile: TFO Wealth Partners — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserOH
$5.7B
Assets Under Management
5,341
Total Clients
67
Employees
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Registration Details

Accession
CRD-124407
Location
MAUMEE, OH
Filing Date
April 24, 2026
AUM
$5.7B
Total Clients
5,341
Institutional Clients
152
Employees
67
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

TFO WEALTH PARTNERS is a registered investment adviser headquartered in MAUMEE, OH, managing approximately $5.7B in assets across 5,341 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.